Client Onboarding PDF Template

$20.00

You're on your way to better organizing your standard operating procedure. This PDF can be emailed once payment from client has been made or in whatever order your work processes work best. Send this beautiful PDF proposal to your new client. Includes 17 customizable Canva pages to highlight your unique value proposition, describe your process, outline package details, deliverables and even upsell with add-ons. Simply add your own branded copy and images.

What is it?

A 17-page PDF onboarding template that can be emailed and presented.

  • Includes pages to outline your process, share package details, contact information, resources and project timeline

  • Landscape orientation for presenting to your client during kick off call.

  • Video tutorial on how to use it effectively even if you’ve never designed anything in your life

  • Designed with you in mind, designs are easy to tailor to your business

  • All elements are easily customizable within Canva

BONUS: *** Trello Client Project Planner***

Add To Cart